Steward case

CASE-001330

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvjj6udb-44126workflow paused, state held

Side-by-side comparison

Incoming TPA-51957 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51957incoming	#1MBR-004712Mason Duncan 0.834 rec. Best evidence: NameDate of birth
Name	Mason Duncan	Mason I Duncan
Date of birth	1984-04-28 4/28/1984	1984-04-28
Member ID	—	UHC-64676-94
SSN	— •••-••-null	•••-••-3366
Phone	— NULL	7874786941
Email	— -	mason.duncan@icloud.com
Address	—	3258 Hillcrest Rd
City / state / ZIP	—	Gilbert, AZ, 85216
Group	GRP-9429	GRP-9429
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×1PRV ×1CLM ×24 records

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-004712Mason Duncan0.83

Matched against ENR-105910, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-105910Mason Duncan1984-04-28Scored 1.00
PRVPRV-21287Mason Duncan1984-04-28Scored 1.00
CLMCLM-404486Mason Duncan1984-04-28Scored 1.00
CLMCLM-404487Mason Duncan1984-04-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55fab787de9b
Escalated TPA-51957, top score 0.83, candidates MBR-004712

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Mason DuncanMBR-004712, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-51957 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvjj6udb-44126
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029892
Opened: 2026-10-22 12:43:43
Top score: 0.83